We are live on ! Find out more
EFSCE

Enterprise Financial Services Corp (EFSC) Portfolio holdings

AUM $197M
1-Year Est. Return 19.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,124
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$651K
3
+$284K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$272K
5
CI icon
Cigna
CI
+$262K

Top Sells

1
+$916K
2
+$863K
3
+$505K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$431K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$395K

Sector Composition

1 Financials 15.32%
2 Consumer Staples 10.1%
3 Healthcare 7.97%
4 Industrials 5.97%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
31
-169
927
$1K ﹤0.01%
+80
928
$1K ﹤0.01%
+26
929
$1K ﹤0.01%
34
-35
930
$1K ﹤0.01%
65
931
$1K ﹤0.01%
20
932
$1K ﹤0.01%
+20
933
$1K ﹤0.01%
255
934
$1K ﹤0.01%
37
935
$1K ﹤0.01%
+99
936
$1K ﹤0.01%
101
-220
937
$1K ﹤0.01%
64
938
$1K ﹤0.01%
+52
939
$1K ﹤0.01%
+66
940
$1K ﹤0.01%
+13
941
$1K ﹤0.01%
+10
942
$1K ﹤0.01%
9
-11
943
$1K ﹤0.01%
10
944
$1K ﹤0.01%
+31
945
$1K ﹤0.01%
+36
946
$1K ﹤0.01%
113
947
$1K ﹤0.01%
48
948
$1K ﹤0.01%
73
-43
949
$1K ﹤0.01%
33
950
$1K ﹤0.01%
22
36 37
38
39 40